attache a file to an email via a workflow

[jamie]

i am trying to make a workflow to send out an e-invoice file, though i can't figure out your attachment format

This seems to be what i want to use, though i was expecting a drop-down to select what variable to use as an attachment, and the description isn't too clear on how i can achieve this

yuri or rabii any help or clues would be greatly appreciated

[rabii]

hey jamie

you can generate a pdf file and assign it to a variable that you can use in the attachment variable field.

Before sending email task - add a formula task (you need to make sure that you pass the correct invoice id and template id to the formula function) see formula below

$einvoiceId = ext\pdf\generate(
    'Invoice', // the invoice entity
    id,    // the id of the invoice 
    '65d3303da061d8ef7', // id of the pdf template e.g https://demo.eu.espocrm.com/?l=en_GB#Template/view/65d3303da061d8ef7
    'e-invoice-Ref-101.pdf' // choose a name of the pdf file
); 

then use the variable $einvoiceId in the attachments variable field as {$$einvoiceId}

Please note that this will generate an invoice as for e-invoice i guess the function is missing the e-invoice format. i guess the team can advise how to apply that or maybe they will introduce a new formula for the sales pack.

Hope this helps

[jamie]

hey jamie

you can generate a pdf file and assign it to a variable that you can use in the attachment variable field.

Before sending email task - add a formula task (you need to make sure that you pass the correct invoice id and template id to the formula function) see formula below

$einvoiceId = ext\pdf\generate(
'Invoice', // the invoice entity
id, // the id of the invoice
'65d3303da061d8ef7', // id of the pdf template e.g https://demo.eu.espocrm.com/?l=en_GB#Template/view/65d3303da061d8ef7
'e-invoice-Ref-101.pdf' // choose a name of the pdf file
); 

then use the variable $einvoiceId in the attachments variable field as {$$einvoiceId}

Please note that this will generate an invoice as for e-invoice i guess the function is missing the e-invoice format. i guess the team can advise how to apply that or maybe they will introduce a new formula for the sales pack.

Hope this helps

ahh so this is a variable to be used by a flowchart? its in the workflow and i just want to make a simple work flow that attaches a file to an email

yuri is there any way todo this?

[rabii]

this works in workflow and flowchart no difference - it even works in entity formula.